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The Age of Inference: Etched Startup Proves the Next AI Hotspot
Episode 200
Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting toward se…
7 hours ago
THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute
Episode 199
We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science.
In other news t…
4 days, 6 hours ago
The AI Energy Stack: The Actual Industry Winners
Episode 198
This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to supp…
6 days, 5 hours ago
GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
Episode 197
In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We als…
1 week ago
THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal
Episode 196
Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy.
We also cover Micron’…
1 week, 4 days ago
The Quantum Computing Moment: The Last Tech Frontier
Episode 195
Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare …
1 week, 5 days ago
The Point of No Return: GLM 5.2 Approaches the Frontier
Episode 194
The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks.
Today, we cover the …
2 weeks ago
THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis
Episode 193
We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI.
We also cover Anthropic’s Fable 5 being shu…
2 weeks, 4 days ago
The SpaceX Investment Thesis: Where We Are Now
Episode 192
Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. Wit…
2 weeks, 5 days ago
Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
Episode 191
We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.
We also cov…
2 weeks, 6 days ago